Bank Sales & Service Representative (Universal Banker)
Company
First Citizens Bank
Location
Mission Viejo, CA
Type
Full Time
Job Description
Overview
Are you a people person? Be a First Citizens person. Join our branch team and make a difference.
The Sales and Service Representative is responsible for processing transactions and other customer service requests in the branch. Facilitates customer awareness and education of bank capabilities, tools, and resources. Supports the sales efforts of a branch team by identifying and referring sales opportunities to the appropriate bank partner.
The successful candidate will demonstrate:
Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation
Customer Service Skills: Demonstrates professionalism and empathy in customer interactions
Want more jobs like this?
Get jobs in Mission Viejo, CA delivered to your inbox every week.

Adaptability: Has the ability to learn and adapt quickly to new information and technology
Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships
Flexibility: Capable of handling multiple demands and can readily shift priorities to ensure work is done efficiently
Agility: Able to process information and move quickly through problem resolution
Responsibilities
The essential functions of the job include, but are not necessarily limited to, the following:
- Engaging customers in conversation to understand their banking needs and preferences
- Processing transactions accurately and efficiently
- Providing assistance with account servicing needs
- Facilitating customer awareness and education of bank services, including digital banking capabilities
- Introducing customers to other branch team members or bank partners who are able to provide solutions for their financial needs
High School Diploma or GED and 6 months customer service experience, cash handling
Preferred Area of Experience: Sales, previous banking
Skill(s): Financial literacy, Knowledge of retail banking products and services
The base pay for this position is generally between $17.96 and $27.00. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.
First Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: https://jobs.firstcitizens.com/benefits.
Date Posted
01/22/2025
Views
0
Similar Jobs
Anesthesiology Pain Physician Opportunities- Northern, CA - Kaiser Permanente - The Permanente Medical Group, Inc. -Northern California
Views in the last 30 days - 0
View DetailsRheumatologist Opportunities- Northern and Central, CA - Kaiser Permanente - The Permanente Medical Group, Inc. -Northern California
Views in the last 30 days - 0
View DetailsInternal Medicine Physician (Mission Heritage Medical Group) - Providence
Views in the last 30 days - 0
View DetailsJanitor/ Porter/Cleaner/ Evening - ServiceMaster Commercial Cleaning and Maintenance by Rogers
Views in the last 30 days - 0
Perform all cleaning duties for facilities using provided ServiceMaster products tools and procedures Experience working for a professional janitorial...
View DetailsHVAC/R Service Technician - Light Commercial - CoolSys
Views in the last 30 days - 0
Sr senior Service Tech refridgeration HVAC refrigeration HVACR HVACR diagnostic commercial service install mechanical mechanic apprentice AC
View DetailsField Service Technician - Trane Technologies
Views in the last 30 days - 0
Valid drivers license for at least 12 months with a clean record This role may be exposed to variable temperature conditions moving mechanical parts h...
View Details